1,908 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 626 increasing their positions, 821 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $107B → $111B (+$3.9B)

0.59% less ownership

Funds ownership: 89.89%89.3% (-0.59%)

24% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 821

Holders
1,908
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
133
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517M
Puts
$331M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1526
Ipswich Investment Management
Massachusetts
$284K
PPW
1527
Presilium Private Wealth
Pennsylvania
$283K
RRCM
1528
Rappaport Reiches Capital Management
Illinois
$282K
LSIA
1529
LaSalle St. Investment Advisors
Illinois
$281K
PFW
1530
Petros Family Wealth
Minnesota
$281K
1WM
1531
1858 Wealth Management
Ohio
$280K
DFA
1532
DHJJ Financial Advisors
Illinois
$279K
CPIG
1533
Chicago Partners Investment Group
Illinois
$279K
ML
1534
McAdam LLC
Pennsylvania
$279K
KOMWMG
1535
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$279K
AWM
1536
Accurate Wealth Management
Florida
$278K
RCM
1537
Raleigh Capital Management
North Carolina
$278K
CPCM
1538
Cardinal Point Capital Management
Ontario, Canada
$277K
KP
1539
Kitching Partners
Pennsylvania
$277K
RFP
1540
Root Financial Partners
California
$276K
CCAM
1541
Cascades Capital Asset Management
North Carolina
$276K
CDWM
1542
Campbell Deegan Wealth Management
Virginia
$276K
AIA
1543
Affinity Investment Advisors
California
$275K
RA
1544
RFG Advisory
Alabama
$275K
WC
1545
Waterloo Capital
Texas
$274K
MCM
1546
Monument Capital Management
Virginia
$274K
GTAM
1547
Global Trust Asset Management
Florida
$273K
AO
1548
Advisor OS
Illinois
$272K
GA
1549
GSG Advisors
New Jersey
$271K
WMWM
1550
Whitaker-Myers Wealth Managers
Ohio
$269K